Making Your Nest Egg Last a Lifetime

IB#9-20

The brief’s key findings are:

  • Managing a nest egg in retirement is hard.
  • People don’t know how long they will live and what asset returns to expect.
  • “Rules of thumb,” such as spending either asset income only or a fixed percent of the capital each year, have significant limitations the capital each year, have significant limitations.
  • To minimize risk, a household should consider buying an annuity to cover at least basic living expenses.

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